Overview
Kodiak AI describes itself as a provider of physical AI focused on AI-powered autonomous-vehicle technology for trucking[40]. Revenue in 2025 was US$3.8 million[40]. Legacy Kodiak was founded in 2018 and began driverless commercial operations in December 2024[40]. Its first driverless deployments have been in off-road and industrial settings, where routes are controlled, ahead of broader highway operation. Physical AI is the industry term for AI systems that perceive and act in the physical world, such as vehicles and robots. The company argues that driverless trucks can improve road safety and truck utilisation while reducing costs[40]. Revenue is still very small relative to costs, and the 10-K highlights its limited operating history[40].
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Alternatives to Kodiak AI: companies ranked in the same lists.
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